Legal
Your trust is the whole business. Use the tabs below for our privacy practices, the terms that govern this site and our SMS program, and the disclosures required of a Registered Investment Adviser.
SWAN Retirement Strategies collects only the information you choose to share with us — such as your name, email, phone number and the details you provide when you request a consultation or become a client. We use it solely to respond to your inquiry, provide our services, and communicate with you.
We never sell your information. We do not share it with third parties except as needed to deliver our services (for example, secure scheduling or document tools) or as required by law. Client financial information is handled with the confidentiality and safeguards expected of a fiduciary.
Our website may use standard analytics and cookies to understand traffic and improve the experience. You can disable cookies in your browser at any time. To request access to, correction of, or deletion of the information we hold about you, email Info@SWANStrategies.com.
If you provide your mobile number and opt in, SWAN Retirement Strategies — together with our affiliated partners at Retallick Financial Group — may send you SMS/text messages about your inquiry, appointments, and services. Message frequency varies. Message and data rates may apply.
We collect your phone number and consent status solely to provide these SMS services. Your mobile opt-in and phone number are never shared or sold to any third party or affiliate for marketing purposes. You can opt out at any time by replying STOP, and reply HELP for assistance. For any question about your privacy, email Info@SWANStrategies.com. Our full SMS privacy terms are also available here.
We are committed to making this website usable for everyone, including people who rely on assistive technology. We design toward WCAG 2.1 AA guidance — readable contrast, keyboard navigation, descriptive labels and reduced-motion support. If you encounter any barrier, please contact us at Info@SWANStrategies.com or (941) 212-2166 and we will work to provide the information you need.
These terms govern your use of the SWAN Retirement Strategies website and our SMS/text messaging program. By using this site or opting in to text messages, you agree to the terms below.
When you provide your mobile number and check the SMS consent box on one of our forms, you agree to receive text messages from SWAN Retirement Strategies related to financial advice or retirement advice at the phone number you provide. Your consent is not a condition of purchasing any product or service.
Mobile opt-in and phone numbers collected for the purpose of SMS are not shared with any third party or affiliate company for marketing purposes. Information is used solely to provide the messaging and services you request. See our Privacy Policy for full details on how your information is handled.
This website is provided for general informational purposes. You agree to use it lawfully and not to interfere with its operation, attempt unauthorized access, or misuse any forms or tools. All content, logos, text, and design on this site are the property of SWAN Retirement Strategies and may not be reproduced without written permission.
Nothing on this website constitutes financial, investment, tax, or legal advice, a recommendation, an offer, or a solicitation. Any figures, calculators, or illustrations are hypothetical and for educational purposes only. All investing involves risk, including the possible loss of principal, and past performance is not a guarantee of future results. Personalized advice is provided only after a formal client relationship is established.
SWAN Retirement Strategies is a Florida Registered Investment Adviser (CRD# 332099). Insurance services are offered through Murrell Winter (FL NPN# 19081242). Advisory services are provided only in jurisdictions where the firm is registered or exempt from registration.
We may update these terms from time to time. Continued use of the site or the SMS program after changes are posted constitutes acceptance of the updated terms.
SWAN Retirement Strategies is a Florida Registered Investment Adviser (CRD# 332099). Insurance services are offered through Murrell Winter (FL NPN# 19081242). Advisory services are provided only in jurisdictions where the firm is registered or exempt from registration. Check our background on BrokerCheck.
All investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results. Any figures, calculators or illustrations on this site are hypothetical, for educational purposes only, and are not a recommendation, offer, projection, or financial, tax or legal advice. Personalized advice is provided only after a formal client relationship is established.
Tax services offered through SWAN Retirement Strategies. Insurance offered through licensed professionals at SWAN Retirement Strategies. Investment services are provided only in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and not intended as investment advice or to predict future performance. Consult your financial professional before making any investment decision.
At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of SWAN Retirement Strategies. SWAN Retirement Strategies does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness, or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional.
This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that SWAN Retirement Strategies and its affiliates are not affiliated with the Social Security Administration or any other government agency.
Three certified notaries are available on staff for client document needs.
“SWAN” stands for “Sleep Well at Night” and reflects our philosophy and approach to financial planning. It is not a promise or guarantee of investment performance, financial results, peace of mind, or any particular client experience. Investing involves risk, including the possible loss of principal.
SWAN Retirement Strategies encourages clients to share their experiences by posting reviews on Google. We value honest and authentic feedback to help us improve our services and assist prospective clients in making informed decisions. Reviews are entirely voluntary, and clients are under no obligation to provide them. We do not compensate, incentivize, or provide any form of consideration for reviews, nor are we aware of any other conflicts. SWAN Retirement Strategies does not edit, control, or influence the content of reviews. Reviews should not be construed as an endorsement of our services or a guarantee of future performance. Past performance is not indicative of future results. As of publication, 58 of 58 Google reviews are five stars.
Any press or platform logos shown on this site under “Found In” indicate places where SWAN Retirement Strategies’ content, listing, or profile can be found. They do not represent a paid endorsement, an editorial feature, or an interview unless specifically stated.
SWAN Retirement Strategies · 2553 Fruitville Road, Sarasota, FL 34237 · (941) 212-2166 · Info@SWANStrategies.com
Free · Confidential · No obligation
Answer a few quick questions and we’ll prepare a personalized retirement report for you. We typically reply within 1 business day, often the same day.
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